The following collection will help you get from brand new bob account to launching to your company. Remember that if you need help at any time you can contact the Customer Success team on the chat box below or at firstname.lastname@example.org
Step 1: Importing your people data
Importing your people data is the best place to get started in bob.
Grab the spreadsheet and the guide below and you'll be ready to get your teams' details into bob.
- To access the bob import sheet, go to People > Import> Import People > Basic Data and the template will download once you click on the button.
- Import guide
Step 2: Importing your table data
Next up we'll import your payroll data. This is a great way to get quick insights into your payroll data across the company.
- Completed people data sheet from Step 1
- Payroll data (Employment, Salary, Variable Pay, Equity, Deductions, Entitlements) table templates can be accessed and download directly from bob.
Go to People > Import> Import Table Data> select from dropdown the type you need > Import Table > Work Template and the template will download once you click on the button.
- Import guide
Step 3: Time off
Next we'll create your Time Off policies (your different types of Time Off) and upload all your Time Off data. You can use the following guide to create policies:
Step 4: Decision time
That's the basics of what you need to launch bob. Now you have a decision to make.
From here, you can: